Welltower Inc. SEC filings document the public-company record for a NYSE-listed health care real estate owner and its operating subsidiary, Welltower OP LLC. The disclosures cover operating results and supplemental information for senior housing and wellness housing communities, funds from operations, same-store net operating income and other portfolio metrics tied to the company’s real estate platform.
Material-event filings describe credit agreements, unsecured revolving facilities, shelf registration activity, resale and OP unit share issuance, at-the-market equity programs and NYSE-registered common stock and note guarantees. Proxy materials cover board matters, executive compensation programs and shareholder voting, while governance disclosures frame the company’s capital structure and operating model.
Welltower Inc. is asking shareholders to vote at its virtual annual meeting on May 21, 2026 to elect nine directors, ratify Ernst & Young LLP as auditor for 2026, and approve, on an advisory basis, named executive officer pay.
The proxy highlights a transformational 2025, including $33 billion of transaction activity rotating out of lower-growth outpatient medical properties into higher-growth seniors housing while avoiding near‑term dilution. Welltower reports $129 billion market capitalization and a portfolio of about 2,900 properties across the U.S., U.K., and Canada as of December 31, 2025.
Financially, the company reported $937 million of net income attributable to common stockholders and 14.1% same store net operating income growth, led by 21.5% growth in its seniors housing operating portfolio. Net Debt to Adjusted EBITDA was 3.03x with about $10.2 billion of available liquidity, supported by investment‑grade ratings of A-/A3 and $8.9 billion of ATM equity issuance.
The Board underscores strong governance, with an independent Chair, majority‑independent Board, proxy access, and high director attendance. A centerpiece of this proxy is the new 10‑Year Executive Continuity and Alignment Program, which largely replaces annual cash and equity incentives for top executives from 2026–2035 with long‑dated, performance‑ and time‑based LTIP units tied to market capitalization and relative total shareholder return.
Welltower Inc: an amendment to a Schedule 13G/A reports that The Vanguard Group holds 0 shares of Welltower common stock and reports 0% beneficial ownership. The filing explains an internal realignment effective January 12, 2026, that caused certain Vanguard subsidiaries or business divisions to report beneficial ownership separately.
The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.
Welltower Inc. announced that subsidiary Welltower OP LLC entered into an Amended and Restated Credit Agreement providing a new $6,250,000,000 unsecured revolving credit facility. This replaces the prior $5,000,000,000 unsecured revolver plus $1,000,000,000 and CAD 250,000,000 unsecured term loan facilities.
The facility is split into a $4,250,000,000 Revolving A Tranche maturing on March 6, 2030, and a $2,000,000,000 Revolving B Tranche maturing on July 24, 2029. The Revolving A Tranche may be extended twice for six months each if no default exists and a 0.0625% extension fee is paid.
Subject to conditions and lender participation, the company may increase revolving capacity or add term loans by up to an additional $1,250,000,000. The agreement includes sublimits of up to $100,000,000 for letters of credit and up to $1,750,000,000 for alternative currency borrowings.
Borrowings bear interest at a base rate or SOFR plus an applicable margin tied to the company’s long-term unsecured debt ratings, with facility fees and certain pricing adjustments linked to sustainability metrics. The agreement contains customary representations, covenants and events of default, allowing acceleration of all outstanding amounts if a default continues.
Welltower Inc. director Kathryn M. Sullivan reported equity awards, not open-market trades. She acquired 1,056 LTIP Units in Welltower OP LLC and a related award of 1,056 Other Stock Units, both granted without cash consideration as part of long-term incentive compensation.
The LTIP Units are intended to qualify as profits interests and are scheduled to vest on February 26, 2027, subject to her continued service. Once vested and after certain tax-related conditions are met, they can convert into OP Units, which may then be exchangeable for Welltower common shares or equivalent cash value.
The Other Stock Units simply reserve the ability to deliver common shares if OP Units are exchanged and cannot be used to acquire shares in any other way. Any unused Other Stock Units will be canceled for no consideration once all OP Units have been exchanged.
Welltower Inc. director Andrew Gundlach received equity-based awards linked to the company’s operating partnership and common stock. He was granted 1,787 LTIP Units in Welltower OP LLC without cash consideration, which are structured as profits interests and vest on February 26, 2027, subject to continued service.
Once vested and after certain tax-related capital account conditions are met, these LTIP Units can convert into Class A Common Units in Welltower OP, which may then be exchanged for Welltower common shares or equivalent cash. To reserve shares for any such future exchanges, Gundlach also received 1,787 Other Stock Units under the 2022 Long-Term Incentive Plan, which can only result in common shares if OP Units are exchanged and are canceled if unused.
Spisso Johnese reported acquisition or exercise transactions in this Form 4 filing.
Welltower Inc. director Johnese Spisso received an equity award of 1,056 deferred stock units of common stock. The units were granted on February 26, 2026 without cash consideration under the Amended and Restated Welltower Inc. 2022 Long-Term Incentive Plan.
Each deferred stock unit will be settled in common stock upon vesting on February 26, 2027. After this grant, Spisso now directly holds 16,057 shares of Welltower common stock.
Welltower Inc. director Sergio Rivera reported an equity award of 1,056 deferred stock units of common stock. The units were granted on February 26, 2026 without cash consideration under the Amended and Restated Welltower Inc. 2022 Long-Term Incentive Plan.
After this grant, Rivera directly holds 26,611 shares of common stock. Each deferred stock unit is scheduled to vest on February 26, 2027 and will then be settled in Welltower common stock, effectively converting the units into actual shares at that time.
Welltower Inc. director Patton Ade J. received equity-based awards linked to operating partnership units and common shares. He was granted 1,056 LTIP Units in Welltower OP LLC without cash consideration, scheduled to vest on February 26, 2027, subject to continued service. Once vested and after specified tax-related allocation conditions are met, these LTIP Units can convert into Class A Common Units in Welltower OP, which may then be exchanged for Welltower common shares or their cash value as determined by the company. In addition, he received 1,056 Other Stock Units under the Amended and Restated 2022 Long-Term Incentive Plan, solely to reserve common shares for any future exchanges of OP Units; these Other Stock Units can only be used through such exchanges and any remaining units after all OP Units are exchanged will be canceled for no consideration.
Welltower Inc. director Dennis G. Lopez received an equity award of 1,787 deferred stock units of common stock on February 26, 2026. The units were granted without cash consideration under the Amended and Restated Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will convert into common stock upon vesting on February 26, 2027. After this grant, Lopez directly holds 18,461.57 shares of Welltower common stock.